电动汽车股票走势 - 美国电动汽车股票受到海外竞争对手的强劲销售数据和国内顶级汽车制造商的令人沮丧消息的影响，股价下跌[1] - Fisker、Nikola和QuantumScape的股价分别下跌了近9%、超过11%和3%[2] - 通用汽车表示第四季度交付量同比仅增长不到1%，受到美国汽车工人联合会的罢工影响[5] 中国电动汽车市场 - 中国的比亚迪在2023年第四季度销售了超过526,000辆电动汽车，超过了美国特斯拉的销量，首次领先美国同行[3] - 美国电动汽车行业的领头羊公司似乎落后明显，这对国内行业并不是一个好消息[4] 电动汽车行业挑战 - 随着电动汽车走出新奇阶段，销售增长不如以前那么热，需求下降[6] - 特斯拉和通用汽车面临挑战，而像Fisker和Nikola这样的新兴、小型和更专业的汽车公司则面临更大的困难[7]

As we head into 2024, the electric vehicle (EV) industry is witnessing an intensifying rivalry between two heavyweights — U.S.-based Tesla (TSLA) and China's BYD Co Ltd (BYDDY) . The fourth quarter of 2023 marked a pivotal moment as Tesla's longstanding dominance in global EV sales was surpassed for the first time by BYD, propelled by its extensive range of more affordable models in China. Nonetheless, Tesla maintained the lead for full-year 2023, both in terms of production and deliveries. This sets the st ...